Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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--
--
--
--
--
--
--
Category Rtn. (NAV)
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--
--
--
--
--
--
--
% Rank in Cat (NAV)
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--
--
--
--
--
--
--
As of March 24, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
YTD
36.25%
9.36%
5.64%
3.84%
31.27%
0.16%
33.92%
49.02%
22.59%
-32.81%
12.43%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
3.86%
28.75%
10.64%
4.08%
3.60%
29.46%
-2.14%
34.74%
34.53%
26.88%
-31.79%
11.78%
36.19%
11.34%
2.53%
3.91%
22.77%
-0.50%
37.25%
27.76%
13.08%
-30.25%
2.77%
41.03%
8.94%
10.45%
1.97%
34.42%
0.10%
30.27%
33.04%
17.14%
-34.28%
14.58%
33.63%
15.82%
1.63%
5.19%
31.26%
-4.01%
28.47%
27.13%
30.36%
-27.95%
10.32%
As of March 24, 2023.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
4.90%
11.99%
8.87%
-15.81%
18.40%
12.77%
14.09%
10.87%
10.01%
11.35%
0.19%
3.74%
8.49%
-10.63%
19.42%
10.87%
11.95%
9.66%
10.08%
9.79%
4.96%
11.51%
10.89%
-15.26%
16.51%
11.16%
12.31%
9.85%
9.98%
11.89%
0.65%
2.77%
7.19%
-16.96%
9.07%
6.44%
10.04%
9.24%
--
8.91%
5.21%
14.58%
13.94%
-15.68%
11.90%
8.39%
12.78%
10.66%
10.00%
7.18%
2.86%
10.03%
9.95%
-12.92%
18.08%
10.19%
12.47%
10.23%
10.40%
10.48%
As of March 24, 2023. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
--
--
--
--
--
Downside
--
--
--
--
--
Capture Ratio
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--
--
--
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As of February 28, 2023